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General QuestionsReport on access to iPaaS
One of our admins inadvertently checked the box next to iPaaS on the list of apps on the user profile, while these profiles were being updated although these users were not supposed to be given access to iPaaS. This happened over a period of few ...
1 Answer
Bodek Frak
Last activity on 2/9/2024 4:33:02 PM by Mark Sayers
Can knowledge articles be exported?
We're in a hosted TD environment, and I was wondering whether knowledge articles can be exported en masse using iPaaS or web calls?
Thank you,
Thank you,
1 Answer
Kay Masters
Last activity on 2/9/2024 3:56:13 PM by Mark Sayers
Email Auth Account errors
Has anyone experienced continually getting 'Unable to authenticate to IMAP server [outlook.office365.com]' errors in the email reply monitor. But when you regenerate the token and re-authenticate to the Email Replies mailbox, the error clears and...
1 Answer
Chuck Renninger
Last activity on 2/9/2024 3:38:46 PM by Mark Sayers
iPaaS Connector - API action requires SSL Cert
Hi,
I have a Custom Connector with Custom API Actions, however the endpoint server requires an SSL certificate. Is there any way in iPaaS to apply a certificate, flow, configuration, on the proxy etc?
Thanks,
I have a Custom Connector with Custom API Actions, however the endpoint server requires an SSL certificate. Is there any way in iPaaS to apply a certificate, flow, configuration, on the proxy etc?
Thanks,
2 Answers
Alex Haberer
Last activity on 2/9/2024 4:55:02 PM by Mark Medaugh
Return value from iPaaS workflow step
Reviewing the documentation , it's not clear to me how this works. Is it just the name that is accessible to the workflow step?
i.e. due to the above, I would need a result called "Result" in my workflow step, and that's just a branch ...
i.e. due to the above, I would need a result called "Result" in my workflow step, and that's just a branch ...
2 Answers
David Tod
Last activity on 2/9/2024 10:30:03 AM by Mark Medaugh
Tickets API
I don't understand this option,
It implies that you can create a ticket with no Requestor GUID but the api says it is required. If it is required, there is no situation where this works is there? Is there a way to populate the email a...
It implies that you can create a ticket with no Requestor GUID but the api says it is required. If it is required, there is no situation where this works is there? Is there a way to populate the email a...
1 Answer
JAMES HOUSEHOLDER
Last activity on 2/8/2024 4:46:37 PM by Mark Sayers
Workflow Approval Step
Hi,
What would you think about using the Approval step to escalate the first step in a workflow to make the ticket "in progress"? Then people would have to manually close the ticket. But they need to do that for most tickets anyway. It see...
What would you think about using the Approval step to escalate the first step in a workflow to make the ticket "in progress"? Then people would have to manually close the ticket. But they need to do that for most tickets anyway. It see...
1 Answer
Sheila McBride
Last activity on 2/8/2024 1:53:28 PM by Mark Sayers
Passing Headers
Is there a specific format to use when passing username and password in the header of a connector in basic64 format?
1 Answer
Matt Hoadley-Jager
Last activity on 2/14/2024 10:07:30 AM by Michael Ligouri
Tickets Go Through Workflows Across Different Ticketing Applications
Hi,
As we gear up to go enterprise, I want to make sure that tickets can go through workflows across ticketing applications. Our primary use case for that would be on-boarding. We are going with iPaaS soon, and I imagine that would help, bu...
As we gear up to go enterprise, I want to make sure that tickets can go through workflows across ticketing applications. Our primary use case for that would be on-boarding. We are going with iPaaS soon, and I imagine that would help, bu...
1 Answer
Sheila McBride
Last activity on 2/8/2024 1:14:15 PM by Mark Sayers
iPaaS Connector: Allowed Authentication Methods vs Authentication Method?
What's the difference between these?
1 Answer
David Tod
Last activity on 2/7/2024 3:28:01 PM by Mark Sayers
Export to excel - All links
When exporting anything form tdx to excel, they are all links, is there a way to not have them as links besides selecting within excel and removing the links?
1 Answer
James Richard
Last activity on 2/6/2024 2:55:22 PM by Mark Sayers
Importing Asset and the limit of people on the Owner field
Issues with the drop down on the owner field for importing assets
There is a limit of 32000 that Excel allows you to pull for an import. So I am trying to do some asset imports and when doing so the Owner table stops at the letter M. Molly Bu...
There is a limit of 32000 that Excel allows you to pull for an import. So I am trying to do some asset imports and when doing so the Owner table stops at the letter M. Molly Bu...
1 Answer
Tabitha Logemann
Last activity on 2/6/2024 12:34:52 PM by Mark Sayers
custom feed for assets/ci's
I see that there are generic options for the desktop in assets/ci's, in the asset feed, is there a way to only show certain things, for instance
we renamed our to inventory
we do a sync from our allsight (sassafras) management system
...
we renamed our to inventory
we do a sync from our allsight (sassafras) management system
...
1 Answer
James Richard
Last activity on 2/6/2024 10:42:49 AM by Brittany Renn
Organizational Risk Risks Percent of Value
Are there refresh timings set either in the sandbox as a whole, or specific to the Organizational Risk section of Portfolio Planning? I am testing the use of the
1 Answer
Rebecca Murphy
Last activity on 2/6/2024 10:30:51 AM by Mark Sayers
Drop Down list choices
If im populating a Form drop down list with values from my flow, is there a way to have the drop down populate on click of the drop down so that the drop down doesn't pre select a value ? or is there another way to maybe just have the drop down s...
1 Answer
Matt Hoadley-Jager
Last activity on 2/5/2024 4:51:18 PM by Mark Medaugh
Creating New Status for Issues in TD Workspaces
Hi there,
Is there a way to create new Issue statuses for Issues in a TD Workspace? We're looking at creating one for better tracking/filtering options. I'm familiar with how to do this in a ticketing application but haven't had any luck with...
Is there a way to create new Issue statuses for Issues in a TD Workspace? We're looking at creating one for better tracking/filtering options. I'm familiar with how to do this in a ticketing application but haven't had any luck with...
1 Answer
Brian Hoang
Last activity on 2/5/2024 1:48:28 PM by Mark Sayers
Workflow feed entry visibility
Is there a way to make workflow feed entries, such as "X approved this request" not private on the ticket feed? We have some approvers who want to see the approval history on a ticket.
1 Answer
Mariah Rible
Last activity on 2/5/2024 12:51:51 PM by Mark Sayers
Knowledge Base Search From Ticket Form
Knowledge base search (top right corner in TDNext) doesn't appear on every ticket form. Is there a way to configure KB search visibility for every ticket form?
1 Answer
Julien Rossow-Greenberg
Last activity on 2/5/2024 4:19:37 PM by Brittany Renn
Forecast vs. Actual Project Budget Reporting
Is there a report available for reporting on project budgets forecast vs. actuals? I can see where in "Projects" the PM can input expense forecasts, but we want to compare the forecast to the actual expenses on a month-by-month basis.
1 Answer
Kim Rathbone
Last activity on 2/5/2024 4:38:53 PM by Mark Sayers
Workflow Notification Step - multi-value attributes
On a workflow notification step, we're looking at custom template variables with multiple values, but the notification doesn't seem to support that. Any ideas.
2 Answers
License type access defaults
Hi there,
If I am creating a new security role, and I choose a license type, then click 'select defaults', does that automatically provide me with the access permissions checked, that are the TeamDynamix pre-set defaults or are the boxes che...
If I am creating a new security role, and I choose a license type, then click 'select defaults', does that automatically provide me with the access permissions checked, that are the TeamDynamix pre-set defaults or are the boxes che...
1 Answer
Cynthia Mullaney-Evans
Last activity on 2/2/2024 12:54:34 PM by Brittany Renn
Modifying PCT between resources on project tasks when plan is not checked out
When using waterfall plan schedules in the Projects application, I am only able to edit/modify the resource allocation percentage on a task with multiple resources assigned when the plan is not checked out. When the plan is checked out and I am d...
1 Answer
Kim Rathbone
Last activity on 2/1/2024 1:45:19 PM by Mark Sayers
TDNext Asset Importer - Assigning Owner via OrgID
Is there any way to assign the owner through asset import off of a simpler field? It is nearly impossible to generate the format that the importer wants for owner by pulling data from other systems and I'd like to just use the person objects Orga...
1 Answer
Justin Rasmussen
Last activity on 2/1/2024 11:38:13 AM by Mark Sayers
Creating New Categories inside a Card Wall
I have a project administrator who says that they found information from TDX that it's possible to create new categories inside a Card Wall.
Is this something only a TDX administrator can do or is this something that can be granted to a proje...
Is this something only a TDX administrator can do or is this something that can be granted to a proje...
1 Answer
Mathew Chandler
Last activity on 2/1/2024 9:50:06 AM by Mark Sayers